Retirement is the pot of gold at the end of the rainbow. Help your clients know when it’s within reach.
By Bryce Sanders|October 18, 2021 at 08:14 AM
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You can make a difference in people’s lives. These success stories, repeated anonymously can be a great catalyst for getting referrals. Once I share this story, you might think about which current clients fit into the same situation.
I had a longtime client. I really liked her and the feeling was mutual. One day when we sat down for a portfolio review, she explained she really hated her job and gave me her reasons why. Looking over her portfolio (which I was very familiar with from preparing her review) I realized she lived modestly and had done a great job saving and investing over the years.
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